Donation tracking UI improvement

[furilo]

Some ideas:

You can say if its a recurring donation. You can track several at once:

If its a new project / if you say its recurring (we change the "Date" label to "Starting date"):

As you have seen, I omit the textarea for putting the comment. Mainly because I can't make it to fit in ;) And in part because maybe we can ask the user to put the comment as a standalone field after she has created the donation. This also relates to another idea I will share soon...

Important

• Prompt user to tell the story/reasons why she has donated in a second step
• Start thinking about Reminder for donations #88 Reminders

[ferblape]

Comments can be added later to provide more value to donations, although they are not key to me. For example, for recurring donations they are not very important (maybe comments to projects would make more sense in that case).

I like the rest of stuff. I'd keep the ❓ icon in the private, to explain only the amount is private.

[jorgesancha]

Nice work! I do have a couple questions/comments, though 😅

About "recurring"

What does "2 months" mean exactly in the case of a recurring donation? I suppose it means "every 2 months", but IMO it is not very clear. I'd consider making "recurring?" just a checkbox and then adding either:

• a dropdown with options "daily - weekly - fortnightly - monthly - bimonthly - quarterly - triannually - biannually - annually" (I've looked those up!)
• a label with text "every" + a textbox for a number and a dropdown with options "day - week - month - year"

I know this is easier said than done because of space constraints...

About multiple donations

I really like this approach that enables you to create more than one at once specially when a) the projects already exist and b) they are not recurring, but it might get messy to create projects while you create donations? Maybe we should consider letting them create the project just with the name and ask them to add more detail in the next step?

[furilo]

My idea was to include "Each 2 months" etc. but removed because of space. But you are right that we should explain it better. Lets see if "Daily etc" fits in ;) Better than having two inputs (text+dropdown) I think

And regarding creating multiple donations + multiple projects I don't see as a big problem (that implementing it ;)

[ferblape]

Are you going to prepare a mockup in HTML? Otherwise, I can try to do the HTML and the CSS

[furilo]

I don't have the HTML yet. Try if you want, or maybe go with #15 ? (you can do basic markup and I can finish it later)

[nobuti]

One doubt, the project field, is a select2 element? or just a simple input text field? I think we can go with a lean autocomplete component.

[furilo]

Yes, a select2, the same we have now working.

[furilo]

A quick sketch of the post-donation page in which we invite the user to comment and set up the reminder. Pending: think what to do when the user saves various donations at once ;)

[ferblape]

Should we show all the forms for each project they donated with a big "Skip" link?

[furilo]

@ferblape: yes maybe... and we could also include a CTA in donations tracked without comment, so we invite people to add it in any moment...

@nobuti how are you doing with this? need anything from us?

[nobuti]

I asked for help to @ferblape in order to integrate the views. I made a demo, but still I need to update the styles because the white space is not same.

[nobuti]

Mmm I see now the page project was updated taking this into account. Then, I can go with the post-donation page.

[furilo]

I'll close this and open a new one for the post-donation comment textarea.